I am so grateful that I met Holly and asked her to be my advisor. I was entering a huge transition, with financial ups, downs, and uncertainties. I had a large amount to learn and take over for my family. Holly helped me to understand all the “pieces” of my financial picture, to deal with some immediate needs, and to make a sensible plan that gives me confidence, for the shorter and longer terms.

I appreciate that Holly is patient about explaining things; I see that as an important part of my advisor’s job. It’s also beneficial that she reminds me when it’s time to check in!

KC